Tencent - Untangling Trump
*Implications of Executive Order: On August 6, 2020, the Trump administration issued a pair of executive orders directed at mainland Chinese...
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AIA Group – Interesting Indian Transaction
*Creative New Revenue Opportunity: AIA Group (1299.HK) [AIA], via its 49%-owned Tata AIA JV in India, has entered into a strategic partnership with...
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Genworth Financial – Big MI Print, Uncertainties Persist
*Poor Result Despite Mortgage Unit Gains: After the market close, Genworth Financial (GNW.US) [Genworth] reported 2Q20 adjusted earnings per share...
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Ping An Insurance – 1H20 Preview
*Weak Results Ahead: Ping An Insurance (2318.HK) [Ping An] is set to report 1H20 results on August 27, 2020. We anticipate COVID-19 to negatively...
452 Views
US/Mainland China - De-Escalation Appears Evident
*China Retaliation: A day after US government ordered mainland China's Houston consulate to close and personnel to depart within 72 hours, mainland...
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